IVFIX Mutual Fund
IVFIX Mutual Fund
Federated Hermes International Strategic Value Dividend Fund Institutional Class

IVFIX Mutual Fund Overview
IVFIX Mutual Fund (Federated Hermes International Strategic Value Dividend Fund Institutional Class) is managed by Federated Hermes with $582.8M in net assets. IVFIX expense ratio is 0.86%, holding 45 positions across sectors including Unknown, Consumer Staples, Energy. Inception date: 2008-06-04.
IVFIX performance shows a YTD return of 7.81%. The 1-year return is 16.12% and the 5-year return is 9.80%. IVFIX dividend yield stands at 3.80%, paid monthly.
IVFIX top holdings include Total Se (4.0%), Sanofi SA (3.8%), Allianz Se (3.5%), Zurich Insurance Group. Namen Akt (3.5%), Muenchener Rueckversicherungs-Gesellschaft Ag (3.4%). View all IVFIX holdings, sector breakdown, or dividend history.
IVFIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. IVFIX alternatives are available via the screener, along with tax-loss harvesting opportunities.